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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,311 | $63,845+99.4% | $81,370+56.5% | $80,959+57.3% |
| Participation rate | 97.9% | 63.9%+34.0pp | 69.5%+28.4pp | 67.7%+30.2pp |
| Annual return | 19.48% | 16.37%+3.1pp | 24.85%-5.4pp | 35.67%-16.2pp |
| Employer contribution / active EE | $9,539 | $1,980+381.9% | $2,464+287.2% | $2,757+246.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,688-100.0% | $5,749-100.0% | $6,925-100.0% |